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Top RIA Firms in Portland, Oregon
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Portland, Oregon. This hub covers 62 matching firms with $146.6B in total reported AUM and median AUM of $595.6M.
Firms
62
Matching current profiles
Total AUM
$146.6B
Reported regulatory AUM
Median AUM
$595.6M
Across firms with AUM
Largest firm
$35.1B
Government Portfolio Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Government Portfolio Advisors LLC CRD 170384 · Limited Liability Company | PORTLAND, OR | $35.1B Mar 2026 | +$9.2B+35.5% | +$18.4B+109.8% | +$23.5B+202.5% | — | +2 employees+25.0% over 3Y | +13 accounts+20.6% over 3Y |
| 2. Stancorp Investment Advisers, INC. CRD 110228 · Corporation | PORTLAND, OR | $34.5B Mar 2026 | +$908.7M+2.7% | +$18.3B+112.8% | +$7.9B+29.9% | +$16.4B+90.2% | -1 employees-1.2% over 3Y | -20,722 accounts-17.7% over 3Y |
| 3. Ferguson Wellman Capital Management, INC. CRD 104692 · Corporation | PORTLAND, OR | $10.7B Mar 2026 | +$1.7B+18.6% | +$3.5B+49.2% | +$3.8B+55.6% | +$7.7B+265.8% | +13 employees+23.6% over 3Y | +955 accounts+25.1% over 3Y |
| 4. Campbell Global CRD 111944 · Limited Liability Company | PORTLAND, OR | $7.0B Apr 2026 | +$805.4M+13.0% | +$2.9B+70.4% | +$3.1B+79.1% | +$1.8B+35.2% | -1 employees-0.7% over 3Y | +4 accounts+25.0% over 3Y |
| 5. Focuspoint Solutions, INC. CRD 131195 · Corporation | PORTLAND, OR | $6.8B Jun 2025 | +$1.8B+35.5% | +$1.6B+31.7% | +$2.8B+70.4% | +$5.8B+578.6% | -3 employees-7.0% over 3Y | +31,586 accounts+51780.3% over 3Y |
| 6. Becker Capital Management, INC. CRD 110489 · Corporation | PORTLAND, OR | $5.7B Mar 2026 | +$742.7M+14.9% | +$1.8B+46.6% | +$2.2B+60.2% | +$3.4B+150.9% | +9 employees+27.3% over 3Y | +355 accounts+20.5% over 3Y |
| 7. Vista Capital Partners, INC. CRD 114913 · Corporation | PORTLAND, OR | $3.2B Mar 2026 | +$501.9M+18.5% | +$1.1B+54.1% | +$1.6B+98.7% | +$2.7B+565.1% | 0 employees+0.0% over 3Y | +578 accounts+20.6% over 3Y |
| 8. M Holdings Securities, INC. CRD 43285 · Corporation | PORTLAND, OR | $3.2B Mar 2026 | -$872.2M-21.4% | -$726.0M-18.5% | -$711.7M-18.2% | +$2.8B+646.1% | +704 employees+95.4% over 3Y | -1,950 accounts-19.4% over 3Y |
| 9. Deschutes Investment Consulting, LLC CRD 155312 · Limited Liability Company | PORTLAND, OR | $2.9B Mar 2026 | +$413.9M+16.7% | +$1.6B+118.2% | +$1.6B+128.1% | +$2.4B+551.9% | +2 employees+16.7% over 3Y | +157 accounts+46.0% over 3Y |
| 10. Multnomah Group, INC. CRD 132131 · Corporation | PORTLAND, OR | $2.7B Mar 2026 | +$1.4B+104.3% | +$1.4B+104.3% | +$1.1B+74.6% | -$1.4B-34.0% | +2 employees+10.5% over 3Y | +68 accounts+22.2% over 3Y |
| 11. Phillips And Company Advisors LLC CRD 167214 · Limited Liability Company | PORTLAND, OR | $2.7B Mar 2026 | +$1.3B+88.9% | +$1.5B+133.4% | +$1.6B+149.3% | +$1.9B+253.5% | -1 employees-5.0% over 3Y | +1,486 accounts+125.0% over 3Y |
| 12. Variant Investments CRD 289261 · Limited Liability Company | PORTLAND, OR | $2.6B May 2026 | -$375.1M-12.4% | +$55.2M+2.1% | +$1.9B+276.9% | — | +16 employees+94.1% over 3Y | +2 accounts+100.0% over 3Y |
| 13. Sellwood Investment Partners LLC CRD 164696 · Limited Liability Company | PORTLAND, OR | $2.3B Mar 2026 | +$399.5M+21.2% | +$1.2B+102.7% | +$1.7B+298.0% | +$2.3B+7491.4% | +4 employees+33.3% over 3Y | +31 accounts+75.6% over 3Y |
| 14. Tpg Financial Advisors, LLC CRD 141153 · Limited Liability Company | PORTLAND, OR | $2.2B Mar 2026 | +$253.3M+12.9% | +$893.5M+67.5% | +$1.1B+102.9% | +$2.1B+1257.6% | +3 employees+16.7% over 3Y | +312 accounts+23.6% over 3Y |
| 15. Cs Planning Corp CRD 149937 · Corporation | PORTLAND, OR | $2.0B May 2026 | +$694.6M+54.9% | +$1.4B+261.4% | +$1.6B+463.5% | +$1.8B+1060.3% | +14 employees+30.4% over 3Y | +6,434 accounts+221.4% over 3Y |
| 16. Endeavour Capital CRD 160800 · Limited Partnership | PORTLAND, OR | $1.9B Mar 2026 | -$271.2M-12.6% | -$550.9M-22.6% | +$100.8M+5.6% | +$413.2M+28.0% | +1 employees+4.3% over 3Y | -4 accounts-40.0% over 3Y |
| 17. Matisse Capital CRD 155424 · Limited Liability Company | PORTLAND, OR | $1.6B Mar 2026 | +$270.6M+20.0% | +$24.1M+1.5% | +$112.8M+7.4% | +$1.2B+246.4% | +1 employees+10.0% over 3Y | +27 accounts+3.6% over 3Y |
| 18. M Financial Asset Management, INC. CRD 136694 · Corporation | PORTLAND, OR | $1.2B Mar 2026 | -$265.0M-17.7% | +$125.4M+11.3% | +$243.5M+24.6% | +$916.4M+288.0% | 0 employees+0.0% over 3Y | -576 accounts-22.4% over 3Y |
| 19. Vision Capital Management INC CRD 107793 · Corporation | PORTLAND, OR | $1.2B May 2026 | +$155.3M+14.5% | +$368.4M+42.8% | +$364.2M+42.1% | +$590.4M+92.5% | -1 employees-7.1% over 3Y | +1,200 accounts+200.0% over 3Y |
| 20. Scott Capital Advisors, LLC CRD 307980 · Limited Liability Company | PORTLAND, OR | $1.1B Feb 2026 | +$163.2M+16.9% | +$362.7M+47.2% | +$295.6M+35.4% | — | 0 employees+0.0% over 3Y | +1 accounts+0.1% over 3Y |
| 21. M Financial Investment Advisers INC CRD 106648 · Corporation | PORTLAND, OR | $1.0B Mar 2026 | +$161.6M+19.1% | +$120.2M+13.6% | +$247.0M+32.5% | +$474.3M+89.2% | 0 employees+0.0% over 3Y | +3 accounts+300.0% over 3Y |
| 22. Horst & Graben Wealth Management, LLC CRD 297368 · Limited Liability Company | PORTLAND, OR | $920.1M Mar 2026 | +$123.5M+15.5% | +$314.5M+51.9% | +$376.8M+69.4% | +$615.3M+201.9% | +4 employees+66.7% over 3Y | +957 accounts+38.5% over 3Y |
| 23. Mengis Capital Management, INC. CRD 117127 · Corporation | PORTLAND, OR | $903.5M Feb 2026 | +$84.1M+10.3% | +$200.2M+28.5% | +$412.5M+84.0% | +$789.2M+690.9% | +1 employees+16.7% over 3Y | +174 accounts+29.4% over 3Y |
| 24. Green Cities Investment Management, LLC CRD 166263 · Limited Liability Company | PORTLAND, OR | $875.0M Apr 2026 | -$64.3M-6.8% | -$979.2M-52.8% | -$847.4M-49.2% | +$586.0M+202.8% | -13 employees-44.8% over 3Y | -1 accounts-20.0% over 3Y |
| 25. Rvk, INC. CRD 18005 · Corporation | PORTLAND, OR | $827.9M Mar 2026 | -$287.5M-25.8% | -$484.9M-36.9% | +$716.4M+642.5% | +$716.4M+642.5% | +7 employees+5.8% over 3Y | +13 accounts+59.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.